Likelihood to Recommend
Jet Reports is better suited if you have a specific population set you are looking at and less suited when querying or summing large pools or data, records, etc. I use a combination of Jet & SQL syntax when performing the latter because it allows me to harness the speed of our SQL server. Jet allows more for more customization when bodes better for users.
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Compassion as a Non Profit provides funds to partners for Child Support. Workday Adaptive Planning can help the Partner to Provide the expense information monthly so their fund allocation can be approved for disbursement. This way the Field Officers do not have to collect the data in excel for review and approval before loading it into the current system before disbursement is done.
Read full review Pros Integrated reporting Customizable reports Easy to use Read full review Version Management. Adaptive lets us manage many versions/scenarios all in one platform with the robust ability to compare them to each other. Processing Performance. With the Elastic Hypercube technology that was implemented a few years back, we can watch changes flow through a complex web of formulas and arrive at an answer within seconds. Audit Trail. Our administrators love the ability to see and report on who made what changes when, which leads to real accountability within the organization. Read full review Cons Tips and tricks Sharing best practices from other companies Online user forum C L
CAO (Chief Accounting Officer)
Read full review It would be beneficial to me, as a user, if there was a library of documentation for every type of feature. This could be something regarding formula building, understanding how attributes work, with examples, or a location for basic and advance documentation on Sheet/Model/Cubes. I would like to have the ability to directly assign some dimensions to accounts easier. A drag and drop feature for that would be interesting. This has been a challenge for me when new dimensions are built and I am unable to assign them to new accounts. I would also like to see some more formulas or an easier way to do some basic tasks. For example a simple YTD function instead of running a simple, yet long string of texts for the formulas. Or the option for selecting YTD features, removing the need of the formula all together. Read full review Likelihood to Renew
For one we're in way too deep to not move forward with Adaptive. We're integrated with Workday, we do a ton of reporting with Adaptive, and it's working very well for planning and forecasting. No reason to look back or change course.
Read full review Usability
Because it is not the costliest tool in this category but it serves the purpose. It is easy to use, cost effective, and works really well with the data stored on cloud. It has wide range of dashboard templates which go really well with different types of data sets. I would love to use it agains and again
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Workday Adaptive Planning has detailed online help with both articles and videos that are comprehensive. It has a lot of similarities to Excel, which most finance people are already familiar with, plus the user interface is intuitive and easy to pick up. The online support team is quick to respond and very knowledgeable.
Read full review Reliability and Availability
There haven't been any lately. The only one issue I can think of is when there was an update in Adaptive that altered our reports. Before I realized there was an issue, Adaptive reached out to let me know, so that it could be fixed.
Read full review Performance
All aspects of Adaptive Insights perform well. One area that I wish was quicker was integration. When importing data from Intacct our accounting ERP platform, it can sometimes take 4 hours for the import to process. The earlier imports are done, the quicker they complete. My estimate for a quick upload is about two hours.
Read full review Support Rating
I hinestly have not used the support a lot but i have always had to way for longer durations to get a response on my emails. I have tried calling them a few times and the wait time was a little more than what i expected. They were able to answer my queries nonetheless
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Whenever we have had any questions, issues, or concerns, the support has been quick and thorough. [This] allow[s] us to be able to fully resolve any issues, or be connected with the right group quickly to attain the result we were after; be it from simple formatting to adding new detailed reporting.
Read full review In-Person Training
This was extremely helpful so that they could walk you through the model and teach you more about the complexity of various areas. It is most helpful when it is specific to your organization's model. The larger in-person trainings were helpful but they tended to be more generic and entry level. The trainings that are more tailored to your specific needs are the most helpful.
Read full review Online Training
They often times tended to be way too generic or entry level. They would also become sales pitches to upgrade or get new Adaptive Planning products. The questions in the training would be very niche and specific to other organizations. They were rarely helpful to the group at large.
Read full review Implementation Rating
Trust the expertise of very strong 3rd party implementers. Having deployed Adaptive at a separate company before, I thought I knew it all (hubris, I know). Fortunately, I began to (very quickly) trust the judgment of our Carlson implementation team, and they provided invaluable insights and best-in-class processes that have benefitted me and my team greatly.
Read full review Alternatives Considered
Jet Reports is light weight and has a minimal barrier to entry for new users.
has a higher learning curve and is more cost prohibitive
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After researching several CPM products, Adaptive and
actually both met our needs quite well. The Adaptive Sales & Design Team went above and beyond in the early stages of exploring whether Adaptive could meet some of our very specific needs. Adaptive's customer service during the exploration phase was noticeably present. We chose Adaptive and a vendor in our local area to implement.
seemed to require more IT resources than what we desired to invest.
was a bit pricey from our perspective and Xlerant didn't quite have what we were looking for in a budgeting tool.
Read full review Contract Terms and Pricing Model
Good read only seat access
Read full review Scalability
We went from 2 users to 70+ users over a 2 year period of time. The application scaled wonderfully. 65 of those users were non-finance users so they were able to quickly learn the software and prepare budgets quickly and efficiently. That is the power of Adaptive and its ability to scale
Read full review Professional Services
This is now available in house at Workday which is convenient.
Read full review Return on Investment Prediction analysis has helped the business to make future plans Report scheduling has eliminated a lot of manual work Read full review We are seeing more and more how Adaptive can go beyond financial metrics and cross into operational metrics. As we work with other departments in the business, we are working hard to make Adaptive the system of record when it comes to KPI reporting and measuring. Read full review ScreenShots Workday Adaptive Planning Screenshots